Promethium Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Promethium Advisors’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$409K	Hold	8,400	–	–	0.2%	84
2026 Q1	$427K	Hold	8,400	–	–	0.22%	77
2025 Q4	$372K	Hold	8,400	–	–	0.2%	84
2025 Q3	$365K	Sell	8,400 -125	-1%	-$5.42K	0.21%	87
2025 Q2	$357K	Buy	+8,525	New	+$352K	0.22%	88

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Promethium Advisors's FDL Position: Q2 2026 in Review

Promethium Advisors held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 8,400 shares worth $409K. The position accounts for 0.2% of the portfolio, ranked #84.

Promethium Advisors first reported a position in FDL in Q2 2025 and has held it in 5 quarters since. The position peaked at $427K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Promethium Advisors held 8,400 shares of First Trust Morningstar Dividend Leaders Index Fund worth $409K as of Q2 2026.
Promethium Advisors left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.2% of Promethium Advisors's portfolio in Q2 2026, its #84 holding.
Promethium Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and has held it in 5 quarters since.
Promethium Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $427K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Promethium Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.